In this podcast conversation, we unpacked the most common—and costly—missteps people make with their money and what they can do differently.
Discover key financial lessons from 20 years of experience as a financial advisor and learn how to make informed investment decisions grounded in...
Markets are noisy. Algorithms reward trends. But history suggests that long-term success is often associated with discipline, diversification, and...
Discover the truth behind "Invest Like the 1%" gimmicks and learn why steady, disciplined investing often outperforms flashy, high-risk alternatives.
Glen and Robert pull back the curtain on financial planning software, showing how inputs such as market assumptions, tax decisions, and income timing...
From meme stocks and crypto hype to AI investing tools and private equity ads, Robert and Sebastian unpack what’s really happening behind the scenes,...
Many investors default to a single broad index fund, often the S&P 500, because it’s simple and low-cost. In this episode, Glen and Robert discuss...
If you’ve ever wondered “How do 401(k)s really work? Should I use the Roth option? How much should I contribute, and when?” this conversation breaks...
Dr. Gary Chapman, best‑selling author of The 5 Love Languages®, joins host Glen Smith to share practical ways couples, parents, and teams can feel...
Glen and Robert unpack the four questions they’re asked most often and share practical frameworks you can consider and discuss with an adviser.
On this episode of GDS Unplugged, adviser Tim Allin, CFP®, CEPA®, shared insights on everything from early withdrawal provisions to the...
In this episode of GDS Unplugged, Glen Smith and Robert Casey open a candid conversation most investors rarely hear in plain English: how to protect...
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